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Manage an assigned personal lines book of business: serve as primary client contact, handle policy changes, billing, endorsements, renewals, liaise with carriers, and maintain system knowledge.

Manage day-to-day client communication and relationships for commercial insurance accounts, process policy changes and renewals, coordinate with carriers and producers, prepare renewal marketing, handle billing/invoicing, generate proof of insurance, document account activity, and supervise Account Technicians as needed.

Manage a dedicated book of business: gather client information, prepare applications, quote and market renewals, process endorsements, maintain accurate documentation, and build relationships with producers and carriers while using company systems.

The Commercial Lines Account Manager handles client communication, manages account details, negotiates terms, and introduces additional products to clients.

Manage client relationships as the primary liaison, handle a book of business, and ensure accurate file documentation in a fast-paced environment.

Remote account manager responsible for scheduling and managing benefit counselor appointments, handling client calls and emails, maintaining client records, rescheduling and reminders, assisting with enrollment questions, performing data entry and reports, preserving confidentiality, and supporting special projects and administrative tasks for the benefits team.

Support Account Managers with commercial account servicing: process policy changes, issue certificates, handle client inquiries, gather underwriting materials, track renewals, maintain files, and assist submissions and carrier follow-up.

Manage and execute national and regional corporate events: own event calendar, coordinate venues/vendors, create and distribute event content, target and engage audiences, uphold brand standards, contribute ideas, and help define KPIs to measure success.

The Personal Lines Account Manager will manage accounts, correspond with clients, negotiate coverage, and market new business while ensuring compliance with established procedures.